JP Morgan? I wouldn’t have thought of that one…
http://uk.businessinsider.com/men-like-some-stocks-women-like-others-2015-2
Greece and the great depression…
http://www.economist.com/blogs/graphicdetail/2015/02/daily-chart-6
Greece and the outstanding bonds
http://soberlook.com/2015/02/the-harsh-realities-of-greece-eurozone.html
Ok, but what if we plot the price of oil on this chart as well…?
And some more thoughts on the bond market. The US bond market in this case…
http://blog-imfdirect.imf.org/2015/02/12/warning-falling-u-s-treasury-objects/
A further recovery in European consumption looks likely
http://uk.businessinsider.com/eurozone-growth-recovery-2015-2015-2
A day too late, but cool nevertheless: on relationships
How long until this one falls?
http://uk.businessinsider.com/venezuela-is-fraying-2015-2?r=US
Some thoughts on a map from Eurostat
And the schedule for the week to come
http://www.calculatedriskblog.com/2015/02/schedule-for-week-of-february-15-2015.html
Lukas Daalder is in het verleden wel eens als ‘Nederlands best bewaarde geheim’ op het gebied van economie genoemd. Hij publiceert dagelijks een collectie met grafieken, nieuws en informatie over internationale economie en financiële markten. Het aardige is dat je zijn updates in minder dan een minuut gelezen kan hebben, maar dat er tegelijkertijd voldoende stof tot nadenken tussen staat. Lukas is het hoofd van de afdeling Global Allocations en is tevens portfolio manager bij Robeco. Alle meningen in zijn updates zijn op persoonlijke titel.
Disclaimer: All links provided are collected from public websites, unless otherwise specified. I have not checked the data or information for accuracy used, and therefore do not guarantee that all data provided will be 100% correct. The links provided do not necessarily reflect my personal opinion and should be seen as general interest: oftentimes I do not agree with arguments presented, but nevertheless think it is worthwhile to read them. It is up to the reader to make up their own mind. Suggestions or discussions are more than welcome. Do not quote unless specifically cleared beforehand!
Alle edities? Hier.